TCI Wealth Advisors’s PennyMac Financial PFSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-235
| Closed | -$14K | – | 1648 |
|
|
2023
Q1 | $14K | Sell |
235
-1
| -0.4% | -$60 | ﹤0.01% | 889 |
|
|
2022
Q4 | $13.4K | Buy |
236
+159
| +206% | +$9.01K | ﹤0.01% | 886 |
|
|
2022
Q3 | $3K | Buy |
77
+2
| +3% | +$78 | ﹤0.01% | 1816 |
|
|
2022
Q2 | $3K | Hold |
75
| – | – | ﹤0.01% | 1863 |
|
|
2022
Q1 | $4K | Sell |
75
-156
| -68% | -$8.32K | ﹤0.01% | 1761 |
|
|
2021
Q4 | $16K | Buy |
231
+19
| +9% | +$1.32K | ﹤0.01% | 831 |
|
|
2021
Q3 | $13K | Buy |
212
+45
| +27% | +$2.76K | ﹤0.01% | 915 |
|
|
2021
Q2 | $10K | Buy |
167
+9
| +6% | +$539 | ﹤0.01% | 958 |
|
|
2021
Q1 | $11K | Buy |
158
+83
| +111% | +$5.78K | ﹤0.01% | 802 |
|
|
2020
Q4 | $5K | Hold |
75
| – | – | ﹤0.01% | 870 |
|
|
2020
Q3 | $4K | Hold |
75
| – | – | ﹤0.01% | 857 |
|
|
2020
Q2 | $3K | Hold |
75
| – | – | ﹤0.01% | 934 |
|
|
2020
Q1 | $2K | Hold |
75
| – | – | ﹤0.01% | 1054 |
|
|
2019
Q4 | $3K | Hold |
75
| – | – | ﹤0.01% | 1036 |
|
|
2019
Q3 | $2K | Hold |
75
| – | – | ﹤0.01% | 1108 |
|
|
2019
Q2 | $2K | Hold |
75
| – | – | ﹤0.01% | 1037 |
|
|
2019
Q1 | $2K | Hold |
75
| – | – | ﹤0.01% | 1054 |
|
|
2018
Q4 | $2K | Buy |
+75
| New | +$2K | ﹤0.01% | 1024 |
|
|
2017
Q4 | – | Sell |
-186
| Closed | -$3K | – | 1408 |
|
|
2017
Q3 | $3K | Buy |
+186
| New | +$3K | ﹤0.01% | 865 |
|